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Connect ZoomInfo to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to ZoomInfo’s 24 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add ZoomInfo to Microsoft 365 Copilot in four steps

Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.

  1. 1

    Approve ZoomInfo in Runlayer

    Add ZoomInfo from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Microsoft 365 Copilot to Runlayer

    Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches ZoomInfo’s 24 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to ZoomInfo

    Sign in the way ZoomInfo requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use ZoomInfo from Microsoft 365 Copilot

    ZoomInfo’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

24 ZoomInfo tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call.

  • Account research

    Research a company/account/organization using ZoomInfo market data with your CRM and conversation history.

  • Audience analysis

    Compute answers about the contents of a GTM Studio audience.

  • Browse audiences

    Browse GTM Studio audiences with basic metadata.

  • Browse engagements

    Retrieve engagements (meetings and emails).

  • Contact research

    Research a specific person/contact using ZoomInfo market data with your CRM and conversation history.

  • Conversation intelligence

    Answers natural-language questions about calls, meetings, and emails, scoped to a single engagement, an account, or a contact.

  • Enrich companies

    Enrich company data with comprehensive business intelligence from ZoomInfo's database.

  • Enrich company signals

    Fetch multiple signal types for specific companies in a single request, enriching company details with Intent, News, and Scoops data.

See all 24 ZoomInfo tools

Control

What Runlayer can see and stop in Microsoft 365 Copilot

Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.

  • Gateway policy (available)

    Every ZoomInfo call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.

Frequently asked questions

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